Look around the forums for threads with posts from Greg_Jones. He will be far more helpful than anything I have to say. For example:
Indexing has worked well for me as I head into my 17th year of using DT. It is also helpful for the use case you have in mind, though I think a simple list of instructions (double-click and search) might also be sufficient. It’s always a good idea to think about what happens to our data when we die because we are all going to die, right? In this world of passwords, two-factor authentication, etc., a lack of preparation could lead to real problems for our families.