Perine & Dicken are California Licensed Professional Fiduciaries based in Visalia, serving families and courts across Central California since 1998. We step in when your family needs trusted, expert guidance for a loved one who can no longer manage their own affairs.
We typically respond within one business day. All inquiries are strictly confidential.
A member of our team will respond within one business day.
Perine & Dicken
Professional Fiduciaries
Visalia, California
Perine & Dicken was founded in Visalia with a single purpose: to provide families, courts, and attorneys with a professional fiduciary they can trust completely. Our team's senior members bring 30–40 year careers in public guardianship, healthcare, and veteran services — not just theoretical knowledge, but hands-on experience managing the most complex elder care and estate situations.
We serve in a variety of court-ordered and privately arranged fiduciary roles — providing expert management of finances, assets, healthcare decisions, and daily affairs for those who can no longer do so themselves.
Court-appointed management of personal and financial affairs for adults who can no longer make safe decisions. We handle both LPS (psychiatric) and probate conservatorships with compassion and legal precision.
Learn more →Professional, independent trust administration — ideal when family dynamics make a neutral trustee essential, or when no qualified family member is available to serve. We administer revocable and irrevocable trusts.
Learn more →Court-appointed estate administration when no willing or qualified family member can serve. We manage probate from inventory and creditor notification through final distribution — efficiently and transparently.
Learn more →Acting as agent under durable or healthcare power of attorney, we make financial and medical decisions on behalf of incapacitated individuals — strictly per the document's terms and the principal's best interests.
Learn more →SSA-approved management of Social Security and SSI benefits for beneficiaries who cannot manage their own income. We ensure funds are used for housing, food, medical care, and personal needs — with full accountability.
Learn more →Our team of registered nurses advocates directly for clients in healthcare settings — attending appointments, coordinating care plans, communicating with providers, and ensuring treatment aligns with each client's wishes and wellbeing.
Learn more →Regularly appointed by Tulare County Superior Court and neighboring courts. Judges, attorneys, and social workers recommend us by name.
Unlike solo practitioners, our team combines legal fiduciary expertise, nursing credentials, and veteran services — all under one roof in Visalia.
We file detailed accountings with the court, maintain meticulous records, and keep families informed at every stage. No surprises, no hidden fees.
We understand urgency. When a loved one's situation deteriorates rapidly, we respond quickly and guide families through emergency fiduciary appointments.
Years serving Central California families
Year careers of our senior team members
CA-licensed professionals on staff
Fiduciary service specialties under one firm
We make starting the process as straightforward as possible. Most families go from first call to active engagement within days, not weeks.
Tell us about your situation — no obligation. We'll explain your options, what fiduciary appointment involves, and how we can help your specific family.
We review financial records, healthcare needs, and existing legal documents to build a clear picture of the scope of services needed.
We work with your attorney — or refer you to a trusted estate-planning attorney — to formalize our appointment through the court or by private agreement.
We assume active management of finances, healthcare, and personal affairs — with regular reporting to families, attorneys, and courts as required.
Our fiduciaries bring decades of combined experience from public guardianship, nursing, veteran services, and health-services administration — giving you an unparalleled depth of expertise.
30+ year career spanning Tulare County Public Guardian, trustee administration, and complex conservatorship management. Recognized by local courts for expertise in both financial and personal conservatorship matters.
Registered Nurse with 35+ years in healthcare administration and patient advocacy. Bridges the gap between medical decision-making and fiduciary responsibility — essential for clients with complex medical needs.
VA-Accredited Veteran Service Officer with deep expertise in VA benefits, veteran-specific conservatorship, and representative payee services. Passionate advocate for veterans who can no longer manage their own affairs.
"When our mother was no longer safe to manage her own finances, the court appointed Perine & Dicken as conservator. They treated her with extraordinary dignity and kept our family informed throughout. We could finally sleep at night."
"As an estate-planning attorney, I refer Perine & Dicken without hesitation. Their documentation is meticulous, they work seamlessly with counsel, and their nursing background makes them uniquely qualified for clients with medical complexity."
"My father is a veteran with dementia. Having a VSO and licensed fiduciary in one team was exactly what we needed. They navigated VA benefits we didn't even know existed and ensured Dad's care was fully funded."
Fiduciary services can feel complex. Here are honest answers to the questions families ask us most often.
There's no pressure and no commitment required. Our first call is simply a conversation — we listen, explain your options, and help you understand what fiduciary support can look like for your loved one. All consultations are strictly confidential.
Serving: Visalia, Fresno, Bakersfield, Tulare County, Kings County, Kern County, and surrounding Central California communities.
We'll respond within one business day. All inquiries are completely confidential.
A member of our team will be in touch within one business day.