Im getting my first will done and I can't tell if my lawyer is out of line or if I'm being too sensitive

Yes, I have included the state or country in the post

I am in the United States. Im having my first will done. I am 37 and in good health. I picked a lawyer based on close proximity and good reviews. He's said some stuff that I have found upsetting but I don't have much frame of reference, I haven't dealt with lawyers other than to buy my condo. Here's what I didn't like:

  • he's giving me a sort of hard time about having my money in lower amount CDs that come due at staggered amounts of time and for using credit unions. I understand it's a little more work to make sure the beneficiarys match up but I'm most comfortable keeping it like this. I didn't like that he was suggesting I should combine CDs or questioning my use of credit union.

  • My 401k beneficiary is a food bank at a church I have been volunteering at for many years. He was asking me lots of awkward questions about why I'm donating to them if I'm not actually Catholic and if I believe in God and such. This seemed uncomfortable and unnecessary to me. I have a no contest clause so in no situation can my family try to say they deserve that money since I didn't really go to church there.

  • He told me I shouldn't pay the executor of my will. My cousins wife who isn't biologically related to me is being my executor because I don't have anyone else to ask and she will have to deal with selling my condo and that's a lot of work so I feel she needs to get paid. I set a limit as to the max she can get so there's not a ton of room for her to abuse this.

I don't know how much of this is normal. It feels too pushy and uncomfortable for me. Im paying him to write my will and POA not criticize my banking choices or religious beliefs.

Is this typical? Id like to shop around for a different lawyer to do any updates needed in the future because this doesn't seem good to me.

Posted Aug 7, 2025, 4:47 PM UTC

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